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Fidelity High Dividend ETF

402 hedge funds and large institutions have $2.79B invested in Fidelity High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 201 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

142% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 83

26% more capital invested

Capital invested by funds: $2.22B → $2.79B (+$572M)

10% more funds holding

Funds holding: 367402 (+35)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

0.49% more ownership

Funds ownership: 39.74%40.23% (+0.49%)

Holders
402
Holders Change
+35
Holders Change %
+9.54%
% of All Funds
5.28%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.35%
New
51
Increased
201
Reduced
83
Closed
11
Calls
$914K
Puts
Net Calls
+$914K
Net Calls Change
+$685K
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
201
High Net Worth Advisory Group
Florida
$899K +$54.4K +1,000 +7%
BW
202
BXM Wealth
Colorado
$891K
HSWM
203
Hubbell Strickland Wealth Management
Louisiana
$875K +$103K +1,892 +14%
WIP
204
WealthCare Investment Partners
Rhode Island
$858K +$222K +4,083 +36%
BRWA
205
B. Riley Wealth Advisors
Florida
$842K +$167K +3,080 +26%
FFS
206
Founders Financial Securities
Maryland
$836K +$77.3K +1,421 +10%
ISFAN
207
Investor's Fiduciary Advisor Network
Washington
$835K +$120K +2,216 +17%
GFA
208
Gallagher Fiduciary Advisors
Illinois
$826K -$4.19K -77 -0.5%
CWP
209
Cyndeo Wealth Partners
Florida
$825K +$33.8K +621 +4%
LSIA
210
LaSalle St. Investment Advisors
Illinois
$814K -$5.27K -97 -0.7%
SFA
211
Sequoia Financial Advisors
Ohio
$786K +$30.6K +563 +4%
GWS
212
Glassman Wealth Services
Virginia
$772K
CTI
213
Community Trust & Investment
Kentucky
$760K -$21.4K -394 -3%
AWM
214
Accurate Wealth Management
Florida
$738K -$28.4K -523 -4%
IA
215
IFG Advisory
Georgia
$705K +$34K +625 +5%
FWA
216
FSC Wealth Advisors
New York
$684K +$79.3K +1,459 +13%
IWN
217
Independent Wealth Network
Iowa
$665K +$235K +4,317 +57%
BCA
218
Bay Colony Advisors
Massachusetts
$648K +$30.2K +556 +5%
SA
219
Sovran Advisors
California
$619K -$1.45M -26,641 -71%
Creative Planning
220
Creative Planning
Kansas
$602K -$8.97K -165 -2%
TCM
221
Tandem Capital Management
New Jersey
$599K +$61.2K +1,125 +12%
ECA
222
Elevation Capital Advisory
Oregon
$584K +$570K +10,483 New
SG
223
StoneX Group
New York
$582K -$59.4K -1,093 -9%
NWM
224
Nova Wealth Management
Florida
$580K +$102K +1,871 +22%
NAS
225
Nicolet Advisory Services
Wisconsin
$577K -$49.8K -916 -8%